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Populate multiple quick create fields when selecting new record

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Posted on by kcpacker85 160

Has anyone come across a way to populate multiple fields on a Quick Create form when selecting 'New Record'?  What I'm attempting to do is parse text into 2 fields on a Contact Quick Create form like such:

1) I am on Lead record and attempting to populate Contact lookup using quick create form.  User says 'New Record' and chooses 'Contact'

pastedimage1636484675364v1.png

2) I want to parse my text into the 'First Name' & 'Last Name' fields on Quick Create form like such:

pastedimage1636484780234v2.png

Currently the behavior is all the text is placed into the 'Last Name' field, I need to somehow parse this out into 2 separate fields.  Any advice would be greatly appreciated!

Here is current behavior:

pastedimage1636485394587v1.png

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Populate multiple quick create fields when selecting new record

    Hi kcpacker85,

    Unfortunately,  i can't find any way to change this OOTB setting.

    For “how you get the value to parse the text of a record that doesn't exist yet”.

    You can't get text filled in the lookup field, but the last name in create quick form has been filled automatically, maybe you can get it's value to operate.

  • kcpacker85 Profile Picture
    kcpacker85 160 on at
    RE: Populate multiple quick create fields when selecting new record

    Thanks, do you have any code samples on how to achieve this?  Everything I've found is how to populate a quick create form with data from the parent record.  But that is not what I'm trying to achieve.  I'm not sure how you get the value to parse the text of a record that doesn't exist yet (i.e. creating a new Contact record from a lookup field on the Opportunity record)

    I found a snip from a MS blog that explains how these values are set on the quick create form w/ OOTB functionality.  I'm not seeing a way to change how this is done

    pastedimage1636574315328v1.png

       

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Populate multiple quick create fields when selecting new record

    Hi kcpacker85,

    CRM is passing the value that you enter on the lookup field straight into the last name as a default built-in behavior.

    Maybe you can try to add a custom javascript on the onload event of the quick create form to achieve it.

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